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Home›Posts Tagged "Asset allocation"

Tag: Asset allocation

  • Investing, Retirement, Taxes
    May 14, 2021
    by Kurt J. Rossi

    Rebalancing After the Rally – Is it Time to Review Your Allocations?

    Despite the global impacts of the pandemic, the U.S. stock market has seen a dramatic move upward since March of last year. While it is ...
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About Kurt J. Rossi

Kurt brings financial clarity to his clients as the President & CEO of Independent Wealth Management - an independent financial planning firm. In addition to degrees in Finance and Accounting (MBA), Kurt is a CERTIFIED FINANCIAL PLANNERtm Practitioner (CFP®), Chartered Retirement Planning Counselorsm (CRPC®), an Accredited Investment Fiduciary (AIF®) and a finance enthusiast who stands ready to help empower you financially.

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